TABLE OF CONTENTS
What’s New?
- Opportunity Custom Values in Templates: You can now leverage Opportunity Custom Values directly within document templates, available exclusively through workflows.
- Auto-Populated Data: Document templates will auto-populate with updated opportunity data during workflow execution.
How to Use
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Save a Template with Opportunity Custom Value Fields:
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Set Up a Workflow:
- Configure a workflow where opportunity values are updated.
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Use the Send Document Trigger:
- Within the workflow, use the Send Document trigger. This will automatically pull in the updated opportunity custom values into the selected document template.
Why We Built It
- Consistent Communication: To enable users to send documents with data from different opportunities to the same contact.
- Automation: To automate document generation using up-to-date opportunity data and reduce manual entry.
- Seamless Integration: To enable seamless integration between workflows and document management, improving the user experience for contract and document handling.
